Job Title: Wealth Planning Administrator
Location: Cambridge
Salary: £35,000 per annum


We are recruiting on behalf of a client seeking a highly organised and process-driven Wealth Planning Administrator to join their growing team in Cambridge. This is a fantastic opportunity to support financial planners and play a key role in delivering an efficient and compliant client experience.
This role is ideal for someone who thrives in a structured environment and takes pride in following processes to a high standard!
What you’ll be doing:
*Provide administrative support to financial planners and the wider team
*Prepare and process client documentation, including new business and reviews
*Maintain accurate client records and update internal systems
*Liaise with providers and clients to progress cases efficiently
*Ensure all tasks are completed in line with company processes and compliance standards
*Monitor workflows and ensure cases move smoothly through the pipeline
To succeed in the role you’ll be or have:
*Previous experience within financial services administration (wealth planning preferred)
*Highly process-driven with strong attention to detail
*Excellent organisational and time management skills
*Strong communication and client service abilities
*Ability to manage multiple tasks and deadlines efficiently
*A proactive and methodical approach to work
What’s on Offer
*Salary of £35,000
*Flexible working arrangements
*Opportunity to join a supportive and growing firm
*Career development within wealth management
*Collaborative and professional working environment
*Competitive benefits & wellbeing package, including private medical insurance, life assurance and income protection
How to Apply
If you are a detail-oriented and process-driven administrator with experience in financial services, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.